A detailed history of Planning Directions Inc transactions in Wsfs Financial Corp stock. As of the latest transaction made, Planning Directions Inc holds 6,176 shares of WSFS stock, worth $336,900. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,176
Previous 6,157 0.31%
Holding current value
$336,900
Previous $338,000 1.48%
% of portfolio
0.18%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$53.34 - $59.17 $1,013 - $1,124
19 Added 0.31%
6,176 $333,000
Q2 2025

Aug 01, 2025

BUY
$45.9 - $55.54 $282,606 - $341,959
6,157 New
6,157 $338,000

Others Institutions Holding WSFS

About WSFS FINANCIAL CORP


  • Ticker WSFS
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 61,949,000
  • Market Cap $3.38B
  • Description
  • WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...
More about WSFS
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